Heritage Financial Solutions, LLC is a highly reputable and client-focused investment advisory firm based in Dodge City, KS. With over 150 individual clients and a remarkable $90,434,000 in assets under management, they have established themselves as a trusted partner in wealth management. Specializing in providing comprehensive financial solutions, Heritage Financial Solutions caters to a diverse range of clients, including employer 401Ks and individuals.
With their expertise in the industry, Heritage Financial Solutions excels in managing discretionary assets, ensuring their clients' investments are handled with utmost care and expertise. As registered representatives of a broker-dealer, they offer a wide array of financial services tailored to meet their clients' unique needs.
Committed to transparency and integrity, Heritage Financial Solutions adopts a compensation structure that includes a percentage of assets under management. This aligns their interests with those of their clients, fostering a strong and mutually beneficial relationship.
Led by Amber Wallis, one of the longest tenured registered advisors, who has been with the firm since 2013, Heritage Financial Solutions boasts a team of dedicated professionals who prioritize their clients' financial well-being. With an average of $90,430,000 in assets under management per investment advisor, they consistently deliver results that meet industry standards.
With a focus on personalized service and a track record of success, Heritage Financial Solutions, LLC is dedicated to helping their clients achieve their financial goals and secure a prosperous future.